Zhong Guo Zheng Quan Bao·2025-10-20 20:18Core Insights - The production of industrial robots and service robots in China has seen significant year-on-year growth of 29.8% and 16.3% respectively in the first three quarters, indicating a strong push towards high-end, intelligent, and green transformation in manufacturing [1] - The rapid growth in industrial robot production reflects the ongoing demand for intelligent transformation in China's manufacturing sector, with at least 22 companies establishing subsidiaries focused on industrial robotics since 2024 [2] - Companies like Efort and New Times have reported substantial increases in robot shipments, with Efort's industrial robot shipments growing nearly 20% year-on-year in the first half of 2025, particularly in the automotive sector [2][3] - The export of industrial robots from China has surged by 54.9% year-on-year in the first three quarters, showcasing the increasing competitiveness of Chinese robots in the global market [3] Industry Trends - The integration of technology and industry is deepening, with more innovations transitioning from laboratories to production lines, contributing to a 9.6% year-on-year increase in high-tech manufacturing value added [1] - The semiconductor robotics sector is experiencing growth, with New Times successfully developing a product matrix for semiconductor wafer transport robots, leading to increased customer acquisition and bulk orders [3] - The competitive landscape within the industrial robot market varies across different segments, with a notable shift towards collaborative robots that can perform complex tasks beyond simple handling [5] Company Performance - Efort has achieved significant breakthroughs in the automotive sector, securing bulk orders from leading electric vehicle manufacturers and successfully applying advanced welding techniques [2] - New Times has reported a 25.7% increase in robot shipments in Q1 and a 52.4% increase in Q2 of 2025, with a focus on the semiconductor and general industrial sectors [3] - Estun has established 75 service outlets globally, generating overseas revenue of 749 million yuan, and is actively expanding into international markets [4] - Companies in the industrial robot supply chain, such as Jingyu Technology and Orbbec, have reported substantial profit increases, with Jingyu's net profit expected to rise by 132%-143.6% year-on-year [4]